|
1976
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$328K
|
+$684
|
+3
|
+0.2%
|
|
|
1977
|
Impact Partnership Wealth
Marietta,
Georgia
|
$328K
|
+$338K
|
+1,484
|
New
|
|
|
1978
|
|
$327K
|
-$13.9K
|
-61
|
-4%
|
|
|
1979
|
Investmark Advisory Group
Shelton,
Connecticut
|
$325K
|
+$228
|
+1
|
+0.1%
|
|
|
1980
|
McCollum Christoferson Group
Amherst,
New York
|
$325K
|
–
|
–
|
–
|
|
|
1981
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$324K
|
+$22.3K
|
+98
|
+7%
|
|
|
1982
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$324K
|
-$27.8K
|
-122
|
-8%
|
|
|
1983
|
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
|
$324K
|
+$456
|
+2
|
+0.1%
|
|
|
1984
|
Stablepoint Partners
Braintree,
Massachusetts
|
$324K
|
-$16.2K
|
-71
|
-5%
|
|
|
1985
|
|
$323K
|
-$90.1K
|
-395
|
-21%
|
|
|
1986
|
Richards, Merrill & Peterson
Spokane,
Washington
|
$322K
|
+$332K
|
+1,456
|
New
|
|
|
1987
|
Austin Wealth Management
Austin,
Texas
|
$321K
|
-$15K
|
-66
|
-4%
|
|
|
1988
|
Romano Brothers & Co
Evanston,
Illinois
|
$321K
|
-$5.93K
|
-26
|
-2%
|
|
|
1989
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$320K
|
+$38.8K
|
+170
|
+13%
|
|
|
1990
|
Elevation Wealth Partners
Santa Rosa,
California
|
$320K
|
-$35.3K
|
-155
|
-10%
|
|
|
1991
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$320K
|
+$55.2K
|
+242
|
+20%
|
|
|
1992
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$319K
|
–
|
–
|
–
|
|
|
1993
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$319K
|
-$11.9K
|
-52
|
-3%
|
|
|
1994
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$318K
|
-$2.51K
|
-11
|
-0.8%
|
|
|
1995
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$317K
|
+$327K
|
+1,435
|
New
|
|
|
1996
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$317K
|
-$19.6K
|
-86
|
-6%
|
|
|
1997
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$317K
|
+$45.6K
|
+200
|
+16%
|
|
|
1998
|
MBA Advisors
Hermitage,
Pennsylvania
|
$316K
|
-$589K
|
-2,583
|
-64%
|
|
|
1999
|
Park Capital Management
Madison,
Wisconsin
|
$315K
|
+$325K
|
+1,426
|
New
|
|
|
2000
|
GatePass Capital
Independence,
Ohio
|
$314K
|
+$324K
|
+1,420
|
New
|
|
